#37: Timothée (The DATfather)

The marginal buyer of crypto today? Digital Asset Treasury Companies (DATCos). Understanding DATs - how they’re structured, who’s behind them, and where they’re headed - is key to decoding the next 6–12 months in crypto markets. In this episode, we dive into: The evolution of DATs and today’s landscapeWho’s buying, why they matter, and how the flows workThe risks when mNAV slips below 1Key signals to watch for in filingsTim’s take on how DATs are reshaping crypto market structureI loved this ...